Cornerstone Financial Advisory

AUGUST 1, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings. Powell indicated that it might become appropriate to slow the pace of future hikes, and he didn’t believe the economy had entered into recession. Economy Contracts .

Marketing 83

Marketing Marketing Taxes Economics 83

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Instead, investors interpreted it as confirmation of a robust economy. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Marketing 81

Marketing Marketing Taxes Economics 81

Cornerstone Financial Advisory

JANUARY 8, 2024

Jobs and services sector news painted a better picture of the economy on Thursday, but as the 10-year Treasury hit 4%, stock prices responded negatively. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. a Registered Investment Advisor.

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Marketing Marketing Taxes Economics 82

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

1,2,3 Stocks Rise On Slowing Economy Investor sentiment turned positive last week as signs of economic softness were interpreted as reason for the Fed to hold off on further rate hikes. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. a Registered Investment Advisor.

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Marketing Marketing Economics Taxes 87

James Hendries

NOVEMBER 3, 2022

Still, as we survey what are better equity valuations, long-awaited income opportunities in the bond market, and a likely less-antagonistic Fed in 2023, there may be emerging reasons to believe that the next year may be more constructive than the last. All index data from FactSet.

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Cornerstone Financial Advisory

MAY 22, 2023

Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from having a better understanding of how their work affects their taxes. People involved in the gig economy earn income as freelancers, independent workers, or employees. a Registered Investment Advisor.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance. Employers added 315,000 jobs in August, maintaining the labor market’s remarkable resiliency amid a contracting economy. in August and 5.2%

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Cornerstone Financial Advisory

MARCH 27, 2023

Optimism was further fueled by Yellen, who said the government could intervene to protect depositors if more bank issues materialized. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Marketing Marketing Taxes Banking 59

Cornerstone Financial Advisory

JANUARY 30, 2023

economy expanded at a 2.9% Increases in private inventory investment, government spending, and nonresidential fixed investment also contributed to the fourth quarter’s growth. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

OCTOBER 31, 2022

Meanwhile, positive earnings surprises from “old economy” companies powered markets higher. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Registered Investment Advisor.

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Marketing Marketing Economics Taxes 88

Cornerstone Financial Advisory

JANUARY 17, 2023

Sustained declines in inflation, a rate hike cycle nearing an end, and a resilient economy that may avoid recession resulted in a broad-based rally. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. a Registered Investment Advisor.

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Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

MARCH 13, 2023

4 Powell’s Congressional Testimony Fed Chair Powell last week testified on Capitol Hill during which he acknowledged that the economy was running hotter than he had expected. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JULY 3, 2023

Weekly Market Insights: Economy Continues Upward Trend Presented by Cornerstone Financial Advisory, LLC Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

FEBRUARY 27, 2023

However, members diverged on the economy, with some members finding the risk of recession elevated. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Economics 59

Economics Taxes Investment Advisor Investing 59

Cornerstone Financial Advisory

DECEMBER 5, 2022

He cited several areas of progress in the inflation fight, including a deceleration in interest rate sensitive parts of the economy, such as housing and supply chain improvement. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 17, 2023

Lower-than-forecast inflation on both consumer prices and producer prices sparked investor optimism that inflation may be able to fall further without tipping the economy into recession and provide the basis for the Fed to moderate its more hawkish rate hike stance. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

AUGUST 29, 2022

Stocks rallied on Thursday, sparked by a revised Gross Domestic Product estimate showing the economy’s shrinking less than initially estimated. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 22, 2022

Fed officials did acknowledge that further rate hikes risked unintended economic weakness because of the time it takes for higher rates to work through the economy. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JULY 11, 2022

Recession fears were supported by an inversion in the yield curve and updated second-quarter Gross Domestic Product projections indicating the economy is ready to contract. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 10, 2022

Falling yields further lifted investor enthusiasm, as did new economic data indicating a cooling economy. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. Registered Representative, Securities offered through Cambridge Investment Research, Inc.,

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 24, 2022

Investors were approaching the new earnings season with a fair amount of trepidation amid an environment of higher interest rates and a slowing economy. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. a Registered Investment Advisor. Better Than Expected.

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Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. Next, I think our listeners would probably like to hear your perspectives or your insights about the current economy in the U.S. government stepped in, and they wanted to avert a panic. 0:17 Ryan Kelley: Thanks. Happy to be here. Slide 5: U.S.

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Marketing Marketing Banking Numbers 52

Bell Investment Advisors

MARCH 15, 2023

I’m a portfolio manager here at Bell Investment Advisors. It’s hard to discuss the bond market because it’s a universe of many types of bonds that technically can include a one-year bond or a 30-year bond, corporate bonds, government bonds, etc. government. economy actually grew three and a half times.

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Brown Advisory

JULY 1, 2015

We don’t mean to make light of a very serious investment issue, but it seems to us that too much time is spent speculating about when the Fed will hike interest rates and not enough on the consequences of such a move and how one should think about being positioned when the inevitable happens. economy is stable and even strengthening.

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Investing Investments Banking Economy 52

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. a Registered Investment Advisor.

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Marketing Marketing Taxes Economics 94

James Hendries

MARCH 13, 2023

For the “no landing” crowd thinking strong consumer spending and low unemployment would keep this economy growing until the inflation fight is won, they now have to consider signs of stress in the banking system after the failure of SVB Financial (commonly known as Silicon Valley Bank). But valuations strongly favor value over growth.

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Cornerstone Financial Advisory

FEBRUARY 12, 2024

economy has come into the spotlight. An analysis conducted by The Wall Street Journal recently proposed that the economy’s resilience could be attributed, at least in part, to the productivity driven by the technology sector. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 94

Marketing Marketing Economics Taxes 94

Cornerstone Financial Advisory

MARCH 25, 2024

He added that if the economy keeps on its current course, that the FOMC would likely “begin dialing back policy restraint at some point this year.” Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Marketing Marketing Taxes Economics 93

Cornerstone Financial Advisory

MAY 6, 2024

Then, on Friday, stocks pushed higher after the April jobs report indicated that unemployment ticked up and the economy slowed. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 52

Marketing Marketing Economics Taxes 52

James Hendries

JANUARY 26, 2023

Topic 1: Economy Bull case: Consumer is resilient, the labor market is strong, wages are rising, and inflation is coming down steadily. Background: The global economy will likely slow from the upper-2% range in 2022 down to slightly above zero in 2023 ( Figure 1 ). Call us cautious bulls. Our take: The U.S.

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Marketing Marketing Economy Economics 52

James Hendries

MARCH 6, 2023

Suggesting an economy makes “no landing” makes no sense. Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Analogies eventually break down, especially this one. Why The “Landing” Analogy?

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Marketing Marketing Economy Economics 52

James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained.

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James Hendries

AUGUST 15, 2022

economy is in or about to enter recession, so we thought a piece on what a recession might mean for the stock market would be of interest. economy is not currently in recession, odds are still perhaps a coin flip or better that one may come in the next year. While Friday’s strong jobs report provides more evidence that the U.S.

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James Hendries

JANUARY 13, 2023

The expectation was predicated on the view that inflation pressures would ease as global economies recalibrated to a post-pandemic environment. economy to avoid recession, and support above-average valuations. While our team underestimated inflation and the resulting hit to valuations last year, there were some wins.

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Marketing Marketing Valuation Asset Allocation 52

James Hendries

JULY 3, 2023

economy remains on solid footing, and expectations the Fed is close to completing its rate hiking campaign, bankers are hopeful they can begin taking a growing pipeline of companies public. economy and corporate America have has been impressive. It is also a major component used to calculate the price-to-earnings valuation ratio.

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James Hendries

OCTOBER 11, 2022

A stimulus packed government ‘mini budget’ announcement that included significant unfunded tax cuts sent sterling spiraling to an all-time low of $1.035 per pound, see Figure 1 , as currency markets panicked about the U.K.’s government backtracking on some of the tax cuts) but have been edging up again in the past few days.

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James Hendries

AUGUST 3, 2022

Perhaps the market’s biggest fear has been that the Fed may overdo its tightening to fight inflation and send the economy into a painful recession, break something, or both. He acknowledged that the economy is slowing (which is what the Fed wants) and that the full effect of the rate hikes had not yet been felt. Of course, the U.S.

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